Nextpoint Search Fact Sheet
Navigating Nextpoint Search
Search Syntax Operators
Operators Description
term EXAMPLES:
patent will return all documents containing the term patent anywhere on the document or in the
metadata
Search_text:patent will return all documents containing the term patent anywhere on the
search text of the document, only. Metadata hits will not be accounted for when performing this
search.
AND; + Returns results with both terms
EXAMPLES:
patent AND invention; patent+invention - Documents which contain both patent AND invention
OR; ( ) Returns results with either terms or fields
EXAMPLES:
patent OR invention; (patent invention) - Documents which contain patent OR invention
NOT; - Excludes term or field from results; Case sensitive; General hierarchy = NOT > AND > OR but you
can override this through the use of parentheticals
EXAMPLES:
patent NOT invention; patent -invention - Documents with the term patent but without the
term invention
(patent OR invention) NOT “Smith” - OR search will be performed before NOT search
~ Proximity search, searching within n words
EXAMPLE:
“patent invention”~5 - Documents containing the term patent within five words of invention
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Nextpoint Search Fact Sheet
Search Syntax Operators continued...
Operators Description
““ Exact phrase
EXAMPLE:
“prior art” - Documents which contain the exact phrase “prior art”
* Prefix wildcard search within 6 characters; Suffix wildcard does not truncate the search
EXAMPLES:
*nextpoint.com - Documents containing nt.com
conclu* - Documents containing the words concluded, conclude, conclusion, conclusionary, etc.
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Nextpoint Search Fact Sheet
Standard Document Fields
Document Identifiers
Command Description
Nextpoint ID Unique number assigned to every document upon entry
EXAMPLES:
ID:1234
ID:(1234 5678 9101) - Becomes an OR search, and pulls all three documents
Bates Bates number assigned to a document, whether it was stamped through Nextpoint, or elsewhere
EXAMPLES:
Bates:ABC000001 - Returns the document that contains this exact stamp on a page of said
document
Bates:* - Returns all Bates assigned documents within your database
Bates:(ABC000001 ABC000015 ABC000027) - Returns each document that hits on that
particular Bates number. Essentially this becomes an OR search instead of a range search
Note: Bates numbers with spaces need to be in quotes. Bates:”ABC 000001”
Bates Prefix The alphabetical portion of the Bates stamp
EXAMPLE:
Bates:ABC* - Returns all Bates assigned documents with the prefix of ABC within your database
Bates Range Documents with Bates numbers within an identified range
EXAMPLES:
Bates:[ABC000001 ABC000015]
Note: Bates numbers with spaces need to be in quotes. Bates:[“ABC 000001” “ABC 000015”]
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Nextpoint Search Fact Sheet
Document Metadata
General Rule of thumb for searching within any coding/metadata field is field:value
Command Description
Author Author of an email or document
EXAMPLE:
Author:smith@nextpoint.com
Recipients Recipient(s) of an email; Plural regardless of singular or multiple recipients
EXAMPLE:
Recipients:smith@nextpoint.com
cc Recipient(s) copied on an email
EXAMPLE:
cc:smith@nextpoint.com
bcc Recipient(s) “blind copied” on an email
EXAMPLE:
bcc:smith@nextpoint.com
The above searches will be dependent on what format your data is brought into Nextpoint. Often inboxes are set where
an individual’s actual name appears in the To/From/CC/BCC fields, in lieu of their email handle. For example, cc:smith@
nextpoint.com could also be formatted as cc:”John Smith” or cc:smith. Before performing your email search, we suggest
reviewing a couple sample emails or the Analytics “widget” section for further, quick insight.
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Nextpoint Search Fact Sheet
Document Metadata continued...
Command Description
Email Searching: When searching for email addresses in the author, recipients, cc, or bcc fields, incorporate the
individual’s email address and/or name
EXAMPLE:
author:johnsmith@ABCInc.com or author:”john smith”
author:johnsmith@ABCInc.com OR author:janerobertson@ABCInc.com OR author:kylejones@ABCInc.com
returns emails across multiple authors from one domain
Note: If you were attempting to search for all authors which have *ABC* in the email address by author:*ABC*, your
search will not return expected results of emails drafted by employeenames@ABCInc.com.
Domain Returns documents from a particular sender domain
EXAMPLE:
Domain:nextpoint.com - all sender domains containing nextpoint.com
Note: we do not recommend performing a prefix wildcard search on emails, due to the truncation
(i.e. *nextpoint.com = *nextpo)
Date EXAMPLE:
Date:09/11/2001 - can also use Document_Date:09/11/2001
Date:[1990 2001] - returns results for all documents within that range of years
Date:>2001-09 - returns results for all documents after September 2001; can also use
Date:>09/2001
File_Extension Returns documents with a particular file extension
EXAMPLE:
File_extension:xl* - all versions of Microsoft Excel documents (I.e. xls, xlsx, etc.)
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Nextpoint Search Fact Sheet
Work Product
Command Description
Folder Will return all documents contained within a particular folder in Nextpoint
EXAMPLE:
Folder:”John Smith Inbox” - Will return all documents within the “John Smith Inbox”
folder in Nextpoint
Folder:”John Smith Inbox”:[1 1000] - Will return a range of documents within the “John
Smith Inbox” folder in Nextpoint, in this case the first 1,000
Responsive_Status Will return all documents tagged as “Responsive”
EXAMPLE:
Review_status:responsive - Will return all documents tagged as “Responsive”
Issue Will return all documents tagged with a particular responsive issue
EXAMPLE:
Issue:damages - all documents tagged with issue damages
Privilege_Status Will return all documents tagged with a particular privilege reason
EXAMPLE:
Privileged:Work-Product - all documents tagged as privileged, work-product
Highlighted Will return all documents with highlight image markups
EXAMPLE:
Highlighted:true
Highlight_Notes Documents with highlight image markups associated with a particular issue
EXAMPLE:
Highlight_Notes:collusion
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Nextpoint Search Fact Sheet
Work Product continued...
Command Description
Original_Filepath Location from which the file was collected
EXAMPLE:
Original_filepath:”Smith Matter” - all documents that contain “Smith Matter” within the
original filepath
Use Case: If the documents were originally placed in a folder on an individual’s desktop, prior to
collection, and you are now trying to re-create the same organization in Nextpoint, you can search
for a known portion of the original filepath and then apply to a corresponding folder in Nextpoint
Page Notes Utilize the filter to narrow to all documents with page notes in place
Open Filters > Work Product > Select “Documents With Notes Only”
Treatments Utilize the filter to narrow to all documents with treatments applied in theater mode
Open Filters > Work Product > Select “Has Treatments”
Exhibit Stamped Folder:folder abbreviation:stamp number - Will return that particular exhibit stamped in
Nextpoint
EXAMPLE:
folder:PX:5 - Returns Plaintiff Exhibit 5
Stamped:* - Will return all documents that contain an exhibit stamp applied within Nextpoint
Custom Fields Attorney_notes:hot - Search for a term or phrase from a note that you may want to locate
Request_for_Production:5 - Search a value from a picklist
Use case: If you had all of your request for production numbers listed in a custom picklist field, and
coded documents to each request, you could pull up all documents that pertained to a particular
request through the above search.
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Nextpoint Search Fact Sheet
True/False Fields
Command Description
privileged:true True if document has at least one privilege tag
confidentiality:true True if one document is marked with Confientiality in Nextpoint
redacted:true True if one document is marked with redactions within Nextpoint
Email_thread:true True if email conversation starter
Bates_stamped:true True if Bates stamped on the actual image within Nextpoint
Has_native_placeholder:true True if native placeholder was inserted and Bates stamped, as it was a file type
that needed to be produced in its native/original form, even though it does have
an image in Nextpoint (i.e. excel files)
Non_imaged_placeholder:true True if a non-imaged placeholder was inserted and Bates stamped, because it
was a file type that does not image through traditional software (i.e. audio/video
files)
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Nextpoint Search Fact Sheet
Additional Tips
What not to do...
• Do not put the # symbol in a folder name or custom coding field, it will affect your ability to
search on said field
FYI...
• A period (.) at the end of a term is only accounted for if you put it in quotations
• John D. Smith = John OR D OR Smith
• John “D.” Smith = John OR D. OR Smith
• A period in the middle of a term is accounted for, therefore nextpoint.com = nextpoint.com
• When searching on File Size, this field is measured in bits
• To search on foreign language characters, please contact the Client Success team at
support@nextpoint.com
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